LFA

Landmark Financial Advisors Portfolio holdings

AUM $278M
1-Year Est. Return 11.67%
This Quarter Est. Return
1 Year Est. Return
+11.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$2.92M
3
+$2.53M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.98M
5
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$1.05M

Top Sells

1
+$1.55M
2
+$886K
3
+$374K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$294K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$270K

Sector Composition

1 Financials 7.5%
2 Technology 5.07%
3 Healthcare 1.75%
4 Consumer Discretionary 1.74%
5 Consumer Staples 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.68M 1.1%
66,231
+13,931
27
$2.45M 1.01%
5,544
-275
28
$2.35M 0.96%
37,704
+2,745
29
$2.25M 0.93%
45,831
-620
30
$1.81M 0.74%
103,422
-3,681
31
$1.71M 0.7%
17,562
32
$1.56M 0.64%
87,486
-3,926
33
$1.53M 0.63%
47,464
-11,589
34
$1.36M 0.56%
11,379
+2
35
$1.34M 0.55%
11,228
-523
36
$1.15M 0.47%
7,545
37
$1.13M 0.46%
8,671
-801
38
$1.11M 0.46%
21,270
-585
39
$964K 0.4%
5,826
-833
40
$921K 0.38%
33,899
41
$880K 0.36%
29,249
42
$833K 0.34%
6,181
-250
43
$785K 0.32%
6,800
44
$762K 0.31%
10,506
-2,116
45
$744K 0.31%
4,728
-69
46
$724K 0.3%
24,290
+190
47
$677K 0.28%
29,326
-268
48
$653K 0.27%
12,611
+66
49
$613K 0.25%
3,705
-60
50
$601K 0.25%
5,515
+80
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